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Paradigm teams up with Aegon to offer business protection workshops

Paradigm Mortgage Services has teamed up with Aegon to host a series of business protection workshops for members.

The seminars, taking place in June, have been split into two parts and have been specially designed for Paradigm advisers who want to tap into the business protection arena.

Advisers who attend the seminars will be given toolkits to help them with any technical issues when selling business protection, a set of client-facing sales tools and example case studies.

They will also discuss ideas on how to segment clients to target the correct ones, and how to get business protection policies on risk as efficiently as possible.

Paradigm Mortgage Services chief executive Bob Hunt says: “Business protection is a potentially lucrative market for advisers and we therefore wanted to equip members less familiar with this market with all the tools and know-how to get the most out of their time and investment.

“The workshops are suitable for all. Advisers who attend may have little or no knowledge of the sector or they may just be rusty about the business protection market. Others may be looking for further opportunities and are willing to review their client bank for prospects. The workshops are also suitable for new registered individuals or trainee advisers.”

Aegon national account manager Andy Walton says: “Mortgage advisers are likely to be looking for new income streams in the current financial climate to help boost their business – and business protection could be just the opportunity they’re looking for. It’s not as complicated as you might think and advisers may well have existing clients who’d benefit from business protection.”


Strong demand

This year has brought about many changes for recruiting within the financial services sector. Demand for well qualified and experienced IFAs is still strong despite the economic downturn. The option of being self-employed is still popular as it allows a high level of earnings and more autonomy.

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